How we're paid
You don't get a bill. Here's how that works.
Zenith Advisory does not charge clients out-of-pocket fees for planning, plan reviews or advice.
When we put your financial strategy in place, we're compensated by the financial institution it's placed with. That compensation is built into the product in the same way whichever company you choose, so our advisors have no reason to steer you toward one institution over another. We explain how this works before you decide on anything, and you are under no obligation after the first call or after receiving your plan.
If you ever have a question about how we're compensated on a specific recommendation, ask. We'll answer plainly.
Get started
Your next step is a 30-minute conversation
- Book your free call. 30 minutes, no prep, no obligation.
- Get your written plan. Where you are, where you're going, and exactly what to do, in one document you can read.
- Put it to work. We implement it with you and review it every year.